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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrise Wealth Advisors | Orlando | FL | 08/2023 | 04/2025 |
| Trentham Santiago Group | Orlando | FL | 07/2022 | 04/2023 |
| Doordash | Orlando | FL | 07/2022 | 08/2023 |
| Orthopedic Specialists | Palm Harbor | FL | 06/2019 | 08/2020 |
| Trentham Santiago Group | Orlando | FL | 08/2021 | 07/2022 |
| University Of Central Florida | Orlando | FL | 05/2018 | 05/2023 |
| Clearwater Central Catholic High School | Clearwater | FL | 08/2014 | 05/2018 |
| Cetera Advisors | Orlando | FL | 07/2023 | 04/2025 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 06/2024 | 04/2025 |
| Ameriprise Financial Services Llc | Orlando | FL | 08/2021 | 04/2023 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 04/2025 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Clearwater | FL | 04/2025 | 02/2026 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Clearwater | FL | 04/2026 | Present |
| Doordash | Clearwater | FL | 03/2026 | 03/2026 |
(1) Name of Business: DoorDash Address: 2515 Alexander Pl., Apt. 202, Clearwater, FL, 33763, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 05/03/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part time delivery driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
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